Action Parameters not being set
Hi,Will try to explain this one as best I can.I have a workflow that triggers on the completion of a task. It calls a Custom workflow assembly that has 2 input parameter strings. In that cwa it checks...
View ArticleHaving several accounts on one bing map
Hi, there are fields in the account entity to inform the customer address. As a result, it is pointed to a bing map. Is it possible somehow to gather several accounts and point it to one map?I thought...
View Articleextract field value from crm via c#/
Can someone tell me how I can pull a value from CRM field using C#?
View ArticleDashboard Customization
I need to create ad Extension for Dynamic CRM 2015 Online where I need to create a custom Grid View in Dashboard. I Urgently Need Your Assistance by providing me with the guide to go about this, or a...
View ArticleError while configuring email router 2013
Hi All, I am getting below error while configuration of email router 2013Outgoing Status: Failure - An error occurred while checking the connection to email server "smtp..." The requested name is...
View ArticleNew fileds & Existing fields in MS CRM
Hi,I like to know about the fields in MS CRM, while customizing the forms in any entity as per the client request, its better required to use 'new_fields' or to use some existing fields??Say, When I...
View ArticleDynamics CRM 2016 On Prem Mobile App
No matter what phone Android or Iphone that I use that is supported I get the error message that I am not authorized to use this app even though I am a system administrator. I am using IFD and ADFS...
View ArticleOData and OAuth on Dynamics CRM 2015 On-Prem
We are looking to access our MS Dynamics CRM 2015 on-premise data via OData. My searches all reveal the version for MS Dynamics CRM 2016 but not 2015 On-Prem.Question what version of OData does this...
View ArticleDB Migrations: Importing previous notes/history into contacts
We have moved over all our contacts and companys, but is there any easy way to know import all our notes/conversations from each contact?I see there are 3 fields present, POSTS, ACTIVITIES and NOTES,...
View ArticleIs there a supported way via JS to filter Party Lists?
In our organization we want the Email entity's "To" party list to be limited to just one custom entity which will basically act like our internal address book in Outlook. I've searched all over the...
View ArticleBusiness Process Flow updating the Stage Category field
Hello Everyone:Where can I find the field for Stage Category within the Business Process Flow.So I can update the fields.
View ArticleBusiness Process Error
I'm a new non-technical admin trying to get the CRM set-up for users effectively. My users are currently getting this error message when trying to create accounts, contacts and opportunities:"Business...
View ArticleSetting a field value in one entity based on field values in another entity
Hopefully I can explain this clearly...In our Cases entity we have a section where we add different types of third party vendor services to the case (subgrid). They are things like Electrical,...
View ArticleLINQ query to get the first contact?
Hi, I have a plug-in with a LINQ query to get the parent contact of an opportunity:var tempContact = (from c in ServiceContext.CreateQuery("contact") where c.Id.ToString().Equals(contact_guid) select...
View ArticleCRM 2013 and Outlook issue
I have CRM 2013 onsite and Office 365 online. On my computer I have the CRM for Outlook successfully installed. I have been unable to install this add-in on anybody else's computer. After a successful...
View ArticlePosition Hierarchy and Filtered Views
Hello All;I have a CRM 2015 on-prem. Hierarchy Security is enabled for positions. We want to include the opportunity entity, but we've also included opportunity_relationship and opportunity_close as...
View ArticleClik here to view.
Send text of note field in an email
We have a custom entity with a notes field that we would like to send in an email. (Currently an email is sent with a link to the record but this is difficult for people who travel extensively.) When I...
View ArticleClik here to view.
CRM 2015 - Security Permission needed to perform a workflow
Hello,I have created a workflow for our sales team. The problem I am running into is when they activate the trigger the workflow hangs at 'Waiting". The workflow works fine for my settings (but I am...
View ArticleCompany Website in IFrame on entity form.
HiI have put an Iframe on account entity record and set URL as http://www.cpmpanyname.com in designer. But it is not showing up. It is showing following error message:To help protect the security of...
View ArticleHow do I add a lead to Que?
HiI am trying to create a workflow that would create a Que item for all Leads that are missing information.I thought it would be easy enough to do. However, a field called Que Item (lookup) is...
View Article